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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-26 |
| TN | RA | APPROVED | 2021-01-22 |
Branch Locations
851 S Willow Ave Suite 101, Cookeville, TN 38501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2016 | 12/2017 |
| Raymond James Financial Services, Inc. | Cookeville | TN | 03/2018 | 01/2020 |
| Raymond James Financial Services Advisors, Inc. | Cookeville | TN | 03/2018 | 01/2020 |
| Lpl Financial Llc | Cookeville | TN | 02/2020 | 01/2021 |
| Raymond James Financial Services, Inc. | Cookeville | TN | 01/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Cookeville | TN | 01/2021 | Present |
| Unemployed | Cookeville | TN | 12/2017 | 03/2018 |
| Coffee Financial | Cookeville | TN | 03/2018 | 01/2020 |
| Firstbank | Cookeville | TN | 01/2021 | Present |
| Firstbank Investment Partners | Cookeville | TN | 01/2021 | Present |
(1)Name of Business: FirstBank Insurance Inc. Address: 851 S Willow Ave Ste 101, Cookeville, TN, 38501-4223, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/20/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Offer non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-17 |
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